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Vanguard Growth ETF

2,041 hedge funds and large institutions have $72.1B invested in Vanguard Growth ETF in 2023 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 801 increasing their positions, 653 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more first-time investments, than exits

New positions opened: 296 | Existing positions closed: 56

165% more call options, than puts

Call options by funds: $61.1M | Put options by funds: $23.1M

25.53% more ownership

Funds ownership: 389.84%415.37% (+26%)

25% more capital invested

Capital invested by funds: $57.7B → $72.1B (+$14.4B)

23% more repeat investments, than reductions

Existing positions increased: 801 | Existing positions reduced: 653

17% more funds holding in top 10

Funds holding in top 10: 321376 (+55)

12% more funds holding

Funds holding: 1,8292,041 (+212)

Holders
2,041
Holders Change
+212
Holders Change %
+11.59%
% of All Funds
29.76%
Holding in Top 10
376
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+17.13%
% of All Funds
5.48%
New
296
Increased
801
Reduced
653
Closed
56
Calls
$61.1M
Puts
$23.1M
Net Calls
+$38M
Net Calls Change
+$41M
Name Holding Trade Value Shares
Change
Change in
Stake
MIC
1476
Means Investment Company
Maine
$495K +$579 +12 +0.1%
TCM
1477
Triumph Capital Management
Colorado
$495K -$12.2K -252 -3%
CW
1478
Channel Wealth
California
$494K -$145K -2,994 -24%
FSC
1479
Full Sail Capital
Oklahoma
$493K
PHS
1480
Pekin Hardy Strauss
Illinois
$491K +$79.6K +1,650 +21%
GI
1481
Gradient Investments
Minnesota
$489K +$84.9K +1,758 +23%
TC
1482
Telemus Capital
Michigan
$486K
TA
1483
TFG Advisers
Michigan
$484K -$43.4K -900 -9%
EA
1484
Ellsworth Advisors
Ohio
$483K +$869 +18 +0.2%
CCMG
1485
Clark Capital Management Group
Pennsylvania
$482K -$47.5K -984 -10%
VWM
1486
Valley Wealth Managers
New Jersey
$482K
MPI
1487
Mairs & Power Inc
Minnesota
$480K
TAM
1488
Townsend Asset Management
North Carolina
$479K -$44.6K -924 -9%
TH
1489
Team Hewins
California
$478K +$445K +9,216 New
RB
1490
Rodgers Brothers
Pennsylvania
$476K
TWG
1491
The Wealth Group
Minnesota
$476K +$419K +8,676 New
CAMG
1492
CWA Asset Management Group
Florida
$476K +$4.34K +90 +1%
ACM
1493
Allred Capital Management
Texas
$472K -$9.85K -204 -2%
ATI
1494
ARK & TLK Investments
Oklahoma
$472K +$440K +9,114 New
BA
1495
Ballast Advisors
Minnesota
$472K -$2.61K -54 -0.6%
LC
1496
Landaas & Company
Wisconsin
$471K +$118K +2,442 +37%
VAM
1497
Verity Asset Management
North Carolina
$471K -$29.8K -618 -6%
BCP
1498
Blue Chip Partners
Michigan
$468K +$869 +18 +0.2%
FF
1499
Financial Futures
New Jersey
$467K -$4.63K -96 -1%
FBFS
1500
First Business Financial Services
Wisconsin
$467K

VUG Hedge Fund Activity: Q4 2023 in Review

2,041 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2023, worth a combined $72.1B — up 25% from $57.7B a quarter earlier.

Buyers outnumbered sellers: 296 funds opened new VUG positions and 56 closed out — a net gain of 240 holders — while 801 added to existing stakes and 653 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.91B. The largest seller was Strategic Investment Solutions, cutting an estimated $251M.

  • 2,041 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2023, up from 1,829 in Q3 2023.
  • Funds reported $72.1B of Vanguard Growth ETF stock for Q4 2023, up 25% quarter-over-quarter.
  • 296 funds opened new Vanguard Growth ETF positions in Q4 2023 and 56 closed out, a net change of +240 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $3.91B added.
  • The largest Vanguard Growth ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $251M sold.

Based on aggregated 13F filings for Q4 2023.